CleanEnter

Welcome to the ActivePrime Blog

In our blog, you’ll find helpful and informative posts dedicated to improving CRM performance and usability. Our topics include deep dives on the technical aspects of CRMs like searching and data quality. You’ll also find insightful posts about user productivity and adoption.

ActivePrime Applet Visibility in CRM On Demand

ActivePrime Applet Visibility in CRM On Demand

Problem

Your team uses Applets in Oracle COD (CRM On Demand) to provide some awesome new functionality for your CRM. For instance, the ActivePrime applet to enable CleanEnter 

Ok. That’s great, but you now need more control over who sees the Applet. Sure you can have individual users enable the applet, or assign to all users based on Role. However, say you have this scenario. You have 50 users in the Custom Power User Role in COD, but only 42 of those 50 should see the ActivePrime Applet that’s configured to show CleanEnter. What do you do?

Dirty Data Impacts Customer Retention

Dirty Data Impacts Customer Retention

Dirty data has an obvious impact on your customers. Say you have a VIP client, Ed Jones, whom your marketing and sales team has been nurturing for over a year. You’ve sent emails. You’ve had several face to face meetings. But somehow a duplicate record was created, and unbeknownst to you, Ed is getting two emails instead of one. To compound the error, you called Ed the other day to see if he got the proposal, but because you logged the call on the duplicate record, you made a second call later in the week. I know you are a good salesperson, but you rely on your CRM system, not your memory. Now Ed is laughing, but at you, not with you. Yikes.


How Can I Enter New Names into Oracle CRM On Demand with Confidence?

How Can I Enter New Names into Oracle CRM On Demand with Confidence?

The Data Quality Issue:

You may be like me, and work for a company where everyone wears many hats. Accounting bleeds into HR, Customer support bleeds into Tech support and Marketing bleeds into Sales. That means that I, the marketing admin, need to enter new Leads when one calls us up to ask for information.

Unicode & Foreign Character Handling

Unicode & Foreign Character Handling

Pesky unicode characters. Let’s say you have a Françoise Allègre in your system. Now let’s say you need to call her, so you type “Francoise” into the Action Bar search. Because of the tiny accent at the bottom of the “c”, your CRM On Demand may not find your record. Unfortunately, you’ll end up creating a duplicate.

CRM On Demand’s handling of unicode characters has improved significantly over the past few releases. For instance, you can at least save records with unicode characters in them, and even import and export them while holding on to your special characters. But the exact-matching only feature of the search algorithm leaves no way to find records without using the special characters in the search fields. That’s a waste of time.

Duplicate Data

Duplicate Data

You have 7 John Smith’s in your CRM – which one were you suppose to call again?

This is one of my biggest headaches. Let's say the sales team passed along a support request that Mr. Smith had. ‘It seems like a pretty easy fix.’ my sales rep says, ‘Give him a call. He’s free between 2-3pm next Monday. All his info is logged in CRM On Demand.’ Indeed, it's a simple fix -- I can call him and be done in under 15 min. So, 2:30 pm rolls around on Monday, and I go to look up his phone number in CRM On Demand. But there’s 7 John Smith’s. I interrupt my sales rep’s demo to ask, ‘Um, which John Smith?’ The one from AT&T, we're planning to close a deal with them next week. But there are four John Smith's from AT&T. And they all have different phone numbers. I can't bug my sales rep again. What would you do?

Oracle Customer Snapshot

Oracle Customer Snapshot

Administaff

Kingwood, TX www.administaff.com Industry: Professional Services Annual Revenue: US$1.7 billion Employees: 103,000 Oracle Products & Services: Oracle CRM On Demand

Oracle Partner: ActivePrime, www.activeprime.com

Oracle CRM On Demand, in conjunction with ActivePrime’s CleanEnter solution, has enabled Administaff to minimize duplicate customer data, streamline the sales process, improve pipeline visibility, and greatly improve sales efficiencies.– Sam Sanderson, Manager Sales Automation and Analytics, Administaff

ActivePrime, Inc Launches CleanEnter™ Real-Time Data Deduplication for Oracle CRM On Demand

ActivePrime, Inc Launches CleanEnter™ Real-Time Data Deduplication for Oracle CRM On Demand

CleanEnter Provides Fast, Easy Data Entry and Duplicate Detection for Oracle CRM On Demand

Pasadena, CA – September 18, 2008 – ActivePrime, Inc™, the leading supplier of CRM data quality solutions, announces today the availability of CleanEnter™ for Oracle® CRM On Demand. Embedded within the Oracle CRM On Demand user interface by ActivePrime, CleanEnter identifies possible duplicates in real time, facilitating new record creation and preventing duplicates from accidentally being created.